Michaela
Kowatch
Morgan Stanley
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About this Advisor
Michaela Kowatch is a financial advisor working in Conshohocken, Pennsylvania with a total of 1 year of industry experience. Kowatch works at Morgan Stanley. Throughout their career, they have worked at Wells Fargo Advisors Financial Network, Lcc, Riv Athletics, Unfinished Athletics, Orangetheory, La Fitness, College, High School, Miss Debbie'S Cleaning Service, Raymond James & Associates, Inc and Morgan Stanley Smith Barney LLC. Kowatch has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania and Texas. Morgan Stanley is an advisory company that has its headquarters in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 employees. It controls $1 trillion in total assets across its 2,233,188 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 30,383 charitable organizations. Of its 2,233,188 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. Morgan Stanley provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Morgan Stanley may include some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Michaela Kowatch Work History
Michaela has been registered as a financial advisor for 1 years.*
Morgan Stanley Smith Barney LLC
Raymond James & Associates, Inc
Wells Fargo Advisors Financial Network, Lcc
Riv Athletics
Unfinished Athletics
Orangetheory
La Fitness
College
Miss Debbie'S Cleaning Service
High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michaela Kowatch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
